401(k) Information Request

Thank you for your interest.

By far the most common employer-sponsored retirement plan is the 401(k) plan. The 401(k) plan is a defined contribution plan. It allows employees to make pre-tax contributions, and the funds contributed plus any earnings accumulate tax deferred.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.

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401(k) Plan Information

When would you plan on implementing your new 401(k) plan?

During the next month
Within three months
Before the end of the year

How many employees would be eligible for the 401(k) plan?

What percentage of eligible employees would you expect to participate?

Investment Options

What types of investment vehicles would you like to offer eligible employees?

The information on this site is for general informational and educational
purposes only and is not to be considered an individualized recommendation
or personalized investment advice. Please consult a professional prior to
making financial decisions and keep in mind that investing involves risk
including the potential to lose principal.

This site is published for residents of the United States only. Financial
Advisors of Waddell & Reed, Inc. may only conduct business with residents
of the states and/or jurisdictions in which they are properly registered.
Therefore, a response to a request for information may be delayed. Not all
of the products and services referenced on this site may be available in
every state and through every advisor listed. For additional information please
contact the advisor(s) listed on the site, visit the Waddell & Reed, Inc.
corporate site at www.waddell.com,
or contact the Waddell & Reed compliance department at 800-532-2762.

Much of the content provided on this site written and provided by Emerald Connect, LLC.
Waddell & Reed, Inc. and Emerald Connect, LLC are not affiliated companies.